Limitations, liability proof, coverage, treatment, medical records, wage loss, carrier communication, liens, demand work, and settlement disbursement stay connected from intake through closing
From incident and medical records to a liability workup, demand package, lien review, and net-to-client worksheet
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Personal Injury and Workers' Comp are included together in one subscription.
Personal injury practice
For personal injury firms that need limitations, treatment, liability proof, damages, liens, negotiation, and closing math to stay connected from intake through disbursement
Open the sample personal injury brief →Control the record
Incident facts, medical records, treatment gaps, wage loss, and coverage remain on one matter
Build the demand
Liability, damages, treatment, and wage evidence feed attorney-reviewed demand work
Close the file
Authority, releases, costs, liens, and disbursement blockers remain visible before closing
See it in action
Every provider visit logged, with gaps in care flagged before the adjuster finds them.
Liens tracked and net-to-client calculated; MSA flag fires when Medicare involvement is detected.
Gross to net reconciliation with lien, authority, release, and disbursement blockers kept visible.
What it does
CLAIM DEADLINE TRACKING
Date-of-injury deadlines tracked for supported personal injury and workers comp workflows. SMS alerts fire at 90, 60, 30, 14, and 7 days. Attorney verifies each deadline before relying on it.
TREATMENT TIMELINE
Treatment timeline built from intake and uploads. Every provider visit logged with date, provider, and note. Gaps in treatment are surfaced before they become adjuster arguments.
MEDICAL RECORDS TRACKING
Track every medical provider from not-requested through summarized. Record request dates, receipt dates, and review status. Gaps in the medical record flagged before the case goes to demand.
LIEN MANAGEMENT
Medicare, Medicaid, and health insurance subrogation liens tracked per case. Net-to-client calculated from gross recovery minus fees and liens. MMSEA notice status tracked. MSA flag fires when Medicare involvement is detected.
SOURCE-CITED DEMAND WORKUP
Build a reviewable demand outline from the matter record with liability support, treatment history, itemized medical specials, wage-loss proof, source references, and unresolved gaps. The attorney controls every amount and communication.
ADJUSTER COMMUNICATION LOG
Every adjuster contact logged with date, method, contact name, and note. Verbal and written offers tracked chronologically. Response deadlines surfaced. The negotiation record builds as the team works the file.
TREATMENT TIMELINE
Every provider visit logged from intake and uploads, with gaps in care flagged before the adjuster finds them
WAGE LOSS + LIENS
Wage loss calculations and lien balances both feed the same demand letter and settlement worksheet, so nothing gets left out of the number
DEMAND PACKAGES
Every redraft is saved before the next one overwrites it, so the negotiation history stays with the case
NEWEST CAPABILITY
Draft a demand letter pulled from the treatment timeline, wage loss calculation, and lien balances, with the attorney setting the demand figure before anything goes out.
Scope and limits
Settlement disbursement worksheets reconcile attorney-approved figures; DocketBuddy does not generate a multiplier, case valuation, verdict estimate, negotiation floor, or settlement authority. Demand work remains source-linked attorney work product, and nothing sends automatically.
Follow-up sequences are for consumer leads only, not represented clients. Payment collection, IME scheduling, subpoena generation, and recorded-statement management are not included.
Proof under the workflow
DocketBuddy separates governing authority from matter evidence, shows where each important fact came from, and keeps attorney review between the analysis and anything sent or filed
Authority posture in view
When a workflow applies a legal rule, its citation, source status, and jurisdiction stay close enough to verify before relying
Matter evidence stays separate
Uploaded documents, client answers, and attorney-entered facts keep distinct labels so the file never invents a single source of truth
Uncertainty stays visible
Missing, stale, or conflicting proof remains a review gate instead of disappearing inside generated work product
Trust layer
Questions? hello@docketbuddy.org
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